Only available with Adaptive Insights for Sales
A sheet in a dashboard displays an Adaptive Insights sheets. Sheets in a dashboard let you update sheet data actively without navigating away from the dashboard.
It is particularly useful for making adjustments to territory map charts because it lets you save changes to the territory assignments sheet and instantly see the map change.
The following is an example sheet chart containing a modeled sheet of sales bookings targets:
Select the Appearance Settings tab on the right to change the appearance for the selected chart.
Indicates the chart title.
Character Limit: 50
Click the Data Settings tab in the right panel to configure settings for the sheet.
Indicates the sheet from Adaptive Insights to display.
Indicates if only assumptions appear in the sheets list.
- On: Only show assumptions.
- Off: Only show level-assigned sheets.
Change the display of rows and columns for an individual sheet chart.